Bob Deutsch

Bob Deutsch is the Senior Tax Counsel at The Tax Institute  and taught tax over two decades at the UNSW as Professor in Taxation. A former Deputy President of the AAT, Bob is an ongoing contributor to the Thomson Reuters Australian Tax Handbook and a sought-after voice in the industry.

The Great DebateProperty vs Shares – Medicare Levy 

Clint Harding

Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney and focuses on corporate and international tax as well as taxation of financial instruments and transactions. Clint is the author of numerous tax articles, a regular presenter and a committee member at The Tax Institute and the Law Council of Australia. 

Australia’s Tax Residency Rules are Broken

 

Aaron Walters

Aaron Walters is a Hearing Officer for Trade Marks at IP Australia, appointed in November 2017. Before commencing as a Hearing Officer, Aaron spent 5 years working as a Trade Marks Examiner and Coach for trainee examiners. Aaron’s background in law and career at IP Australia has seen him acquire a detailed understanding of trade mark matters relating to examination and disputes.

Trademarks 

Adrian Bailey

Adrian Bailey is a Principal of Cleary Hoare in Sydney and Perth. A Chartered Tax Adviser with a Master of Taxation, Adrian has worked in various committees and working groups of The Tax Institute and Board of Taxation. Adrian particularly enjoys optimising a client’s structure for business, estate and succession planning purposes.

New Basic Conditions When Selling Shares or UnitsSmall Business CGT ConcessionsCGT Rollovers When Restructuring

Tim Hoopmann

Tim Hoopmann is the principal of Spinn Business Solutions in Sydney. With a passion for helping small business use technology as a key enabler to increase productivity and decrease costs, he advises small business on business planning, cloud technology, sales, marketing and operations management. Tim is also a volunteer speaker for beyondblue.

Process AutomationEngagement LettersPayment Gateways – Mental Health 

Scott Treatt

Scott Treatt is a partner at Pitcher Partners in Sydney. A tax specialist advising corporate groups and SME clients since 1997, Scott is a key advisor on major domestic and international restructures and transactions as well as tax issues within financial models and provisions. 

Debt or Equity  

 

Ian Taylor

Ian Taylor is Chair of the Tax Practitioners Board, appointed in January 2013. Ian was a tax partner with KPMG in Melbourne for 21 years, as well as a senior lecturer at Swinburne University in Melbourne. Ian is a registered tax agent with over 40 years of experience and a Fellow of CPA Australia and CA ANZ. 

Register as a Tax PractitionerTax Practitioners BoardCode of Professional ConductCPE 

Scott Brunsdon

Scott Brunsdon is the general manager of depreciator.com.au, a leading provider of tax depreciation schedules. An active property investor with a strong background in marketing, Scott is passionate about giving property investors an easy and seamless experience.

SMSF Depreciation 

John Saunders

As part of the The Pittwater PartnershipJohn Saunders provides financial and specialist advice around residential care options from retirement villages over home care to residential aged care. John is a certified Financial Planner and fellow of FINSIA.

Aged Living – Financing Aged Living – Age Pension 

Peter Adams

Peter Adams is the principal of Augmentors in Sydney and a captivating public speaker. Having held senior tax positions with KPMG, PWC, BNP-Paribas and Chase Manhattan, Peter regularly talks at professional association events about current tax issues.

Div 7a LoansDiv 7a PaymentsDiv 7a Debt ForgivenessDiv 7A ConceptDiv 7A Fixes  

Bradley Beer

Bradley Beer is a qualified Quantity Surveyor and the CEO of BMT Tax Depreciation. Having joined BMT in 1998, Bradley became a Director in 2002, Managing Director in 2012 and CEO in 2015. Bradley is a highly sought after speaker at national property events and conferences and a regular guest host on Sky News Real Estate ‘Your Property Empire’

Property Depreciation

 

Christine Ecob

Christine Ecob is an intellectual property and technology lawyer at Johnson Winter & Slattery (JWS) advising and representing clients in complex intellectual property issues and disputes. Some disputes for multinational corporations have taken Christine all the way to the Federal Court and High Court of Australia.

Electronic Signatures

 

Jim Hennington

Jim Hennington is the CEO and founder of the Accountants Scaled Advice Platform (A.S.A.P) with a successful track record of building financial software solutions.  Jim is a Fellow of the Australian Institute of Actuaries having held a long list of senior roles in software development projects for HSBC, Challenger Life, Scottish Widows and Accurium. 

Digital Financial Advice

Paul Baker

Paul Baker is the founder and managing principal of Meridian Lawyers and a leading health and insurance lawyer. Paul has acted for a wide range of local and overseas insurers and underwriters.

Innovation in the Legal Industry

Kevin Bungard

Kevin Bungard is the CEO of Class. A highly regarded industry expert in cloud technology systems, Kevin has over 30 years of experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries.

How Data Feeds WorkThe Story of ClassClass SMSF Benchmark Report December 2017Class SMSF Benchmark Report June 2018 – SMSF Performance

Jeff Zulman

Jeff Zulman is a pioneer of specialist cashflow lending in Australia. After reading law in Oxford and working for Goldman Sachs in London, Jeff turned serial entrepreneur, investing and exiting several successful ventures in Australia. In 2011 Jeff founded Trailblazer Finance with now almost $10 billion in underlying assets funding its loan portfolio –  so far without a single default.

How To Finance Business Growth

John Peterson

John Peterson is a business adviser for small to medium accounting and tax practices. As the founding director of Best Practice John has a 20 year track record of helping accountants and advisers achieve rapid growth and succession planning.

Get the Foundations Right  – Four Quadrants of Success – A Fish Rots from the Head Down – Mission, Vision and Values – Succession and BalanceStrategic Objectives                                    

 

 

Tom Sargent

Tom Sargent is the Feeds Operations Manager at Class, driving innovation and growth in the delivery of data feeds, supporting Class’ technology leadership in this area. Tom has over 30 years of end-to-end experience in the finance industry including retail banking, funds management operations, wrap platforms and B2B data integration.

How Data Feeds Work

Melanie Dunn

Melanie Dunn is the head of technical services at retirement specialists Accurium and a regular presenter at leading SMSF conferences. A Fellow of the Institute of Actuaries of Australia Melanie has over 10 years of superannuation experience and specialises in complex issues such as retirement modelling, pensions and segregation strategies.

SegregationDisregarded Small Fund AssetsActuarial CertificatesHow To Maximise ECPI